Trust Services

Horizon Trustees (Jersey) Limited

Establishes and acts as Trustee of various types of Trust, administering a wide range of assets, as well as undertaking administration for companies incorporated in Jersey and other offshore jurisdictions.

Our focus is on providing a traditional trustee offering with professional dedicated service as a key component.

We have also established a corporate services division undertaking fund administration.

Product

We provide a range of offshore trust and company services to assist with estate and tax planning for private and corporate clients.

• Company incorporation and Trust formation
• Provision of Directors and Corporate Secretary
• Provision of nominee shareholders
• Provision of Trustee / co-Trustee / Corporate and individual protectors
• Provision of Accounting and Tax reporting
• Maintenance of statutory records
• Holding board and shareholder meetings
• Liaison with intermediaries

Client service

• Provide a ‘traditional family trustee’ - we would anticipate a face to face meeting each year as a minimum
• Dedicated professional staff
• All clients are given two principal contacts and an administrative officer
• Responding to client needs in a pro active manner
• Meeting reporting deadlines

Working with our clients and their professional advisors we can help structure their offshore arrangements to help protect their assets and provide enduring benefits. Whilst we would need to discuss individually any proposals, detailed below is a range of trusts we can utilise:

Family Office

The creation of a Family Office gives the advantage to our clients of a centralised team of professionals to care for and manage the family assets and inheritance over the long-term, providing a robust corporate governance framework and working with other professional advisers. As well as coordinating control of all family assets, a key role is to provide clear and comprehensive reporting, not only in written format but through regular discussions and meetings.

All manner of assets can be held and managed using the Family Office, which offers a flexible structure benefitting the  diverse needs of the beneficiary group.

Full Discretionary Trust

A trust where you give the trustee the discretion to invest the trust fund and to distribute the trust income together with powers to distribute assets, income or capital.

Reserved Powers Trust

A Reserved Powers Trust (RPT) is a trust that allows the client to retain a wide range of powers, including the power to direct investments, and agree the investment strategy.

Managed company

A company incorporated to hold assets and provide foreign estate tax protection.

Employee Benefit Trust

In addition to general trust services, we can administor employee benefit trusts. This is a trust arrangement, under which the trustees purchase and hold shares in the company for the benefit of its employees.

Foundations

Foundations are an independent legal entity, being a hybrid of a Trust and a Company which is managed by a Foundation council similar to the board of directors of a company.

Foundations cannot trade, but otherwise they can do anything lawful, including owning trading companies, therefore  offering significant flexibility. Jersey is the only G20 white list jurisdiction able to offer foundations.

Contact

Oliver Donagher +44 (0)1534 868225
oliver.donagher@horizongroup.net
James Nicholls +44 (0)1534 868220
james.nicholls@horizongroup.net
Tim McKimmon +44 (0)1534 868215
tim.mckimmon@horizongroup.net
Sarah Roberts +44 (0)1534 868210
sarah.roberts@horizongroup.net
www.horizongroup.net